Trainee / Junior Paraplanner

Location: Hillingdon, Middlesex

Salary: £35,000 – £40,000 for a Junior, (up to c.£45,000 for a more Senior Paraplanner level)

Working Pattern:

• 4 days in the office, WFH Fridays
• 
  
• After settling period (c. 3–6 months): 3 days office / 2 days WFH

We are working with a well-established wealth management and financial planning firm in Middlesex who are looking to hire a Trainee or Junior Paraplanner to join their growing advice support team.

This is an excellent opportunity for someone with existing paraplanning exposure who wants to develop into a fully competent Paraplanner within a structured, supportive environment.

The Role

You’ll work closely with Financial Advisers on a pooled basis, supporting the advice process through research, analysis, and report preparation. Candidates must ideally already have some paraplanning or technical support experience.

The firm has a strong track record of developing junior paraplanners, with clear progression to full paraplanner status within 12–18 months, depending on experience and qualifications.

Key Responsibilities

• Support advisers with technical research and analysis
• Assist with preparation of suitability reports and advice documentation
• Carry out product and fund research
• Support client reviews and annual review preparation
• Work closely with advisers (approx. 1 paraplanner to 2 advisers)
• Liaise with internal admin/support teams (non-technical work handled separately by the back-office support team)
• Ensure work is accurate, compliant, and delivered to a high standard

What They’re Looking For

• Some existing paraplanning or technical support experience (essential)
• Level 4 Diploma preferred, but will consider candidates with 4–5 ROs and clear evidence of progression
• Strong understanding of the advice process
• Good attention to detail and analytical skills
• Willing to commute by car (office is not close to a train station)

They would also consider a fully qualified Paraplanner if the experience and salary expectations align.

Salary & Benefits

• £35,000 – £40,000 for trainee/junior level
• Up to c.£45,000 for a stronger or more experienced paraplanner
• Auto-enrolment pension
• Revenue-based bonus scheme
• Full training and development support

Why Join

• Structured progression into a full Paraplanner role
• Supportive team with experienced advisers and paraplanners
• Balanced working pattern with hybrid flexibility once established
• Opportunity to join a firm that invests time in developing people properly

If you have paraplanning experience and are looking for a role where you can develop, qualify, and progress, this is a strong long-term opportunity.

Apply now for a confidential discussion.